Tag Archives | wealth management

F is for Favor Fiduciary Advisors

Long has been the debate over uniform fiduciary rule in the investment world.  Should Broker/Dealers and Registered Investment advisors continue to have different standards of care when providing personalize investment advice to clients? Or should fiduciary standards be implemented to all regardless of whether the provider is a registered investment advisor, a broker/dealer, or another […]

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.

E is for Ethical Investing – a socially responsible approach to investing.

  In a world filled with ongoing social and enviornmental challenges it makes sense that today’s investors want more than monetary gains on their investments.  Many are choosing to invest in Socially Responsible Invesing (SRI), where money investments reflect  personal, political and societal views. This concept has been around for a long time but over […]

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.

B is for the Bitcoin Buzz will it Boom or Burst?

The boom of the Bitcoin has opened the door to the world’s first decentralized money and crypto-currencies. Like any currency, bitcoins can be exchanged for goods and services but unlike conventional currencies there is no physical place of exchange, there is a virtual exchange…the internet. Some say that something great has begun – an era […]

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.

X is for eXactly how much is the tooth fairy paying for a tooth?

    How much thought have you put into the tooth fairy and “his/her” gift amount to your child? Would you be surprised to know that Delta Dental has been conducting the Original Tooth Fairy Poll® since 1998? The poll collects Tooth Fairy average giving and compares it to stock market activity to illustrate how […]

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W is for Why Women Worry about becoming “Bag Ladies”

We have all sorts of fears, rational and irrational, but have you ever worried that your older self may be wandering the streets alone and penniless, with all your worldly possessions stuffed inside a shopping cart? If you have – you are not alone. Although enormous strides professionally and financially have been made by women […]

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.

T is for Tax Mistakes You Should Avoid

There is no doubt our tax laws can be complicated. The continued expansion of our tax code, along with its complexity, helps to create a playground for common mistakes. Making one of these mistakes, no matter how small, may result in underpayment, overpayment or delays on your refund. Let’s go over some of the most common […]

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.

AZ Asks Advisor Views

A feature from Ann Zuraw, Zuraw Financial Advisors,   LLC. Advisor Views offers timely investment news and market updates designed to keep you informed, while        enhancing your overall investment experience. Human Capital: Don’t Overlook this Important Asset Class  When considering asset classes, most investors think of things such as stocks and bonds, commodities or real estate. Each of […]

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.

S is for a Successful Financial Future

One of the most important lessons when planning for a successful financial future is finding a way to control your money instead of letting it control you. Success is about your choices, priorities, values and the development of healthy financial habits. The following tips may help lead you to financial comfort, contentment and a valued […]

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R is for “Reinventing” yourself after divorce

If you let it, divorce can send you spiraling into deep depression, where you become the victim or it can shake you out of complacency and into the action.  Choose the latter and open yourself to new experiences and begin reinventing yourself. Start looking to the future … The past is the past… Focus on […]

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.